Nuveen New York Municipal Value Fund 2
NYV was delisted on the 9th of April, 2021.
13 hedge funds and large institutions have $2.53M invested in Nuveen New York Municipal Value Fund 2 in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
41% more capital invested
Capital invested by funds: $1.79M → $2.53M (+$741K)
18% more funds holding
Funds holding: 11 → 13 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$624K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$142K |
| 3 |
Morgan Stanley
New York
|
+$53.5K |
| 4 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$20.2K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$901 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$104K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
1
Karpus Investment Management
Pittsford,
New York
| $1.08M | +$624K | +46,423 | +143% |
|
|
2
Morgan Stanley
New York
| $340K | +$53.5K | +3,979 | +19% |
|
|
PM
3
Penbrook Management
New York
| $273K | – | – | – |
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $180K | – | – | – |
|
|
DA
5
Doliver Advisors
Houston,
Texas
| $152K | +$901 | +67 | +0.6% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $146K | +$142K | +10,574 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $133K | – | – | – |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $90K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $66K | -$15K | -1,117 | -19% |
|
10
Citigroup
New York
| $29K | +$269 | +20 | +1% |
|
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | -$104K | -7,756 | -82% |
|
|
TIM
12
Tortoise Investment Management
White Plains,
New York
| $21K | +$20.2K | +1,500 | New |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$1K | -100 | Closed |
|
14
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$269 | +20 | New |
|
NYV Hedge Fund Activity: Q2 2018 in Review
13 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund 2 (NYV) for Q2 2018, worth a combined $2.53M — up 41% from $1.79M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NYV positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $624K. The largest seller was Royal Bank of Canada, cutting an estimated $104K.
- 13 institutional investors held Nuveen New York Municipal Value Fund 2 (NYV) as of Q2 2018, up from 11 in Q1 2018.
- Funds reported $2.53M of Nuveen New York Municipal Value Fund 2 stock for Q2 2018, up 41% quarter-over-quarter.
- 3 funds opened new Nuveen New York Municipal Value Fund 2 positions in Q2 2018 and 1 closed out, a net change of +2 holders.
- The largest Nuveen New York Municipal Value Fund 2 buyer in Q2 2018 was Karpus Investment Management, an estimated $624K added.
- The largest Nuveen New York Municipal Value Fund 2 seller in Q2 2018 was Royal Bank of Canada, an estimated $104K sold.
Based on aggregated 13F filings for Q2 2018.